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Quicken not downloading some of my TIAA funds in 401k

Liminauts

I have been using Quicken for my Windows desktop to sync with TIAA successfully for a year, but last night something changed and—according to Quicken—my 401k lost $133K!

I logged into the TIAA website and everything is still fine there. Whew.

Have there been changes in how Quicken syncs with TIAA 401k accounts?

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Comments

Quicken Jasmine

Hello @Liminauts,

Are you receiving any error codes or messages? What is your connection method with TIAA? You can see the connection method by navigating to Tools > Account List.

Thanks!

Liminauts

Thanks! I'm using Direct Connect.

No error codes. Just a good chunk of what's up there not downloading.

Liminauts

@Quicken Jasmine does it make a difference what connection type it is?

Quicken Jasmine

Hello @Liminauts,

Depending upon the financial institution and the account type, the connection method can make a difference regarding certain issues.

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below to do so. It is recommended to save a backup before proceeding (just in case).

Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Navigate to Tools > Add Account
Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue continues to persist.

Liminauts

@Quicken Jasmine—thank you!

FYI, I am using Quicken Build 27.1.54.9 update R54.9 (January 2024) for Windows 11 in case that helps.

I followed your instructions—Deactivating the account and removing Financial Institution information. When I launched the "rediscover" process, I got the error "Account Already Exists" and could not continue.

However, then I completely Deleted the account and went to Rediscover and HOORAY! All the funds/accounts were there.

There may have been some rearranging of things with TIAA and my employer which could have contributed to this, but might not have.

Anyway, I am all set—thank you so much for your assistance!